PDF Reports to emails based on a selection from a dropdown menu

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• Official comment

  

  Lauren Sunday Community Manager

  2024 Update:

  The Community is getting cleaned up! If you are stumbling across this post after September of 2024, this is the most recent solution or answer to the request in this post.

  To learn more, visit the Help Center article, "Conditional Email with Reference Data."

  September 25, 2024 16:13
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  Sara Kaplow, Community Manager

  Hi Danielle,

  Thanks so much for posting! I'm going to move this over to "Using Apps" category because there is, as you suspected, a work-around with Reference Data. 

  January 25, 2018 21:16 (Edited February 27, 2018 18:07)

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  Sara Kaplow, Community Manager

  From Jason Good: 

  So yes, you would use reference data. You need to populate a Short Text field with the email address of the person you want to send the PDF to. And you could make these conditional fields so they only show up if a prior field has a certain value entered. The Short Text field would need to have a Style of 'Email.' This will place the email address in the field on the list of recipients of the PDF.

   

  For Example:

  Drop Down value = RED

  Short Text Field in the Style of 'Email' = jsmith@acme.com (Populated with Reference Data based on the value of RED.)  

   

  You could also include other variations to streamline things a bit:

   

  1) Conditional Field: The Short Text with the email address could be conditional so it only shows up if the value of RED is entered. If the PDF always goes to the same person when the value is RED you would not have to use Reference Data. Or you don't have any other variations to account for that requires a reference data file, you would just enter a default value of jsmith@acme.com into this field. It would still need a style of 'Email.' But it would only add the address to the list of recipients if that conditional field was triggered. If a value of BLUE was entered then this field doesn't trigger and therefore the PDF is not emailed to jsmith@acme.com. I made this field "Read Only" too so the user cannot change it.

   

  2) Mobile Visible: If your mobile user doesn't even need to know that this is happening you could make this Short Text field invisible. A conditional field can be invisible to the mobile user! So it can be triggered but the user doesn't see it or know it. UNCHECK the Mobile Visible option under the More menu. It is CHECKED by default because we assume that most of the time you want a field you add to be visible to the mobile user. But there are cases where the mobile user doesn't need to be distracted by a field that they won't interact with.

  January 30, 2018 14:03 (Edited February 27, 2018 18:07)

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  Health & Safety - Raglan

  I have a similar issue to the above.  Except we need to be able to email our PDF to a list of people from our client.  I am thinking I will create a new screen with 10 plus short fields formatted to email.  Based on the clients company name this screen will be visible.  The user then fills the fields from the reference data.  not ideal would be nice to be able to do from a grid preview lopped screen. but will suffice.(I hope)

   

  November 28, 2018 01:41

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